PI Team Resources

28
Total Resources
8
Forms & Templates
7
SOPs & Procedures
6
Insurance Guides

⚡ Quick Actions

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📄 Forms & Templates
📘 SOPs
💳 Insurance
⚖️ Legal
🏥 Clinical
🆕 Onboarding
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Template

New Patient Intake Form

Standard intake form for all new PI patients. Includes accident details, insurance info, and medical history sections.

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Required

NF-2 Application (No-Fault)

NYS no-fault benefits application. Must be filed within 30 days of accident. Pre-filled with MAIC provider info.

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Template

Medical Records Authorization

HIPAA-compliant authorization for release of medical records to attorneys and insurance companies.

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Template

Lien Letter Template

Standard medical lien letter for attorney cases. Includes MAIC letterhead, provider info, and lien terms.

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Template

Verification of Treatment Letter

Confirms patient is under active care at MAIC. Used for insurance, attorney, and employer verification.

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Required

Assignment of Benefits (AOB)

Patient authorization for MAIC to bill and collect directly from insurance carrier.

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Template

Internal Referral Form

Inter-specialty referral form for routing patients between MAIC departments (chiro → PT, PT → pain mgmt, etc.).

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Template

Missed Appointment Letter

Standard letter for patients who miss appointments. Documents compliance gaps for insurance and legal purposes.

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SOP

New Patient Intake Workflow

Step-by-step: from first call → scheduling → intake forms → initial eval → treatment plan → attorney notification.

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SOP

No-Fault Billing Process

Complete NF-2 filing workflow, pre-authorization requests, denial appeal process, and IME preparation.

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SOP

24-Hour Documentation Protocol

How we deliver reports to attorneys within 24 hours. Includes causation narrative format, review checklist, and delivery process.

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SOP

Attorney Referral Intake

Handling new referrals from attorney partners: verification, priority scheduling, case tracking, and feedback loop.

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SOP

Workers Comp Workflow

WC-specific intake, C-4 form filing, employer notification, IME scheduling, and return-to-work documentation.

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SOP

Front Desk Phone Scripts

Call scripts for new patient inquiries, scheduling, insurance verification, and attorney office calls.

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SOP

eClinicalWorks Documentation Guide

How to document visits in eCW for PI compliance: required fields, causation language, objective findings, and progress notes.

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Reference

No-Fault Insurance Guide

Complete reference for NY no-fault: PIP coverage limits ($50K), qualifying injuries, filing deadlines, and common denial reasons.

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Required

30-Day Rule Quick Reference

One-page reference on the 30-day no-fault deadline. What counts as "seeking treatment," exceptions, and how to document compliance.

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Reference

Insurance Verification Cheat Sheet

Phone numbers, portals, and processes for verifying coverage with major no-fault carriers (Geico, State Farm, Progressive, Allstate, etc.).

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Template

Denial Appeal Letter Template

Template for appealing insurance claim denials. Includes medical necessity language and supporting documentation checklist.

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Template

Pre-Authorization Request Form

Standard pre-auth request for MRI, advanced imaging, and specialty procedures under no-fault and WC.

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Reference

IME Preparation Guide

How to prepare patients for Independent Medical Examinations. What to expect, patient rights, and documentation to have ready.

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Required

HIPAA Compliance Guide

MAIC HIPAA policies, patient privacy rights, minimum necessary standard, and breach notification procedures.

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Reference

Article 28 Compliance Reference

NYSDOH Article 28 facility requirements, inspection preparation, and ongoing compliance obligations.

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SOP

Subpoena & Records Request Process

How to handle subpoenas, attorney records requests, and court-ordered document production. Response timelines and authorization requirements.

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Template

Causation Narrative Template

Standard format for causation narratives: mechanism of injury, clinical findings, causal relationship statement, and prognosis.

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Reference

Common PI ICD-10 Codes

Quick reference for most-used ICD-10 codes in personal injury: whiplash, cervical/lumbar strains, radiculopathy, disc herniations, TBI, fractures.

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Reference

Treatment Frequency Guidelines

Recommended visit frequency by condition and phase of care. Supports medical necessity documentation for insurance.

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SOP

New Staff Onboarding Checklist

Day 1 through Week 4 onboarding checklist: systems access, training modules, shadowing schedule, and compliance requirements.

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Reference

MAIC Facility Overview

60,000 sq ft facility guide: department locations, specialty teams, equipment, and operational hours. For new staff orientation.